Financial Operations Specialist

3 weeks ago


St Petersburg, United States Sabal Trust Company Full time
Job Summary

Sabal Trust Company, a leading independent trust company in Florida, is seeking a skilled professional to join its Middle Office support team in St. Petersburg, Florida. This team is responsible for delivering exceptional service to both internal and external clients.

Key Responsibilities
  • Process financial transactions accurately and timely, including account openings, transfers, and closures.
  • Provide on-going training for new associates and existing personnel.
  • Research and resolve complex business issues.
  • Monitor transactions to ensure accuracy and post corrections as needed.
  • Assist the team in exceeding client expectations.
Requirements
  • Minimum of ten years of operations and/or back-office experience with a trust company or financial services/brokerage firm.
  • High school diploma required; college degree is a plus.
  • Excellent computer skills with proficiency in Microsoft Office software, particularly Excel.
  • Ability to analyze data to identify discrepancies and make informed decisions.
  • Strong communication and client relationship management skills.
  • Ability to take initiative and be self-motivated.
What We Offer

A competitive salary, bonus potential, and a comprehensive benefits package.



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